Hi, I created a list which automatically updates itself everyday. I also want my co-worker to receive this list every morning. Is there anyway to do this?
How exactly would you like your co-worker to receive the list exactly? Do you want to send a link to the HubSpot list? An Excel file? Update a Google Sheet?
Out of the box, there aren't any options for sending files of contacts, but you could create a report with the contacts from the list (a table visualization) and have that sent via email or use the Zapier integration to auto-update a Google Sheet when new contacts are added.
Generally however, I'd recommend re-evaluating the process. If you're starting to send contact lists outside of HubSpot, chances are that there's a way to move whatever your co-worker is doing inside of HubSpot, too.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
How exactly would you like your co-worker to receive the list exactly? Do you want to send a link to the HubSpot list? An Excel file? Update a Google Sheet?
Out of the box, there aren't any options for sending files of contacts, but you could create a report with the contacts from the list (a table visualization) and have that sent via email or use the Zapier integration to auto-update a Google Sheet when new contacts are added.
Generally however, I'd recommend re-evaluating the process. If you're starting to send contact lists outside of HubSpot, chances are that there's a way to move whatever your co-worker is doing inside of HubSpot, too.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer